Portfolio Management Services (PMS)Compare Schemes
AlphaaMoney Equity+ vs Neo Yield Enhancer
Add SchemeGrowth of ₹1 Crore
AlphaaMoney Equity+
Neo Yield Enhancer
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · -0.3%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
2.20%
0.79%
6 Months
6.05%
4.98%
1 Year
15.36%
10.56%
3 Years
—
—
5 Years
—
—
Since Inception
17.53%
11.26%
Fund Age
2 yrs 10 mo
2 yrs 8 mo
AUM
₹1.33 Cr
₹1,889.65 Cr
Alpha – 1 Year
15.71%
9.31%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
15.48%
0.27%
Volatility – 3 Years
—
—
Beta – 1 Year
0.83
0.04
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.66
17.75
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−10.68%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 56% · M 10% · S 0%
—
Number of Stocks
7
54
Portfolio P/E
—
—
Top 5 Holdings
Motilal Oswal NASDAQ-100 ETF · 23.79%
ICICI Pru Nifty 100 Low Volatility 30 ETF · 19.45%
HDFC NIFTY200 Momentum 30 ETF · 18.81%
Nippon India ETF Nifty 50 BeES · 16.82%
ICICI Pru Gold ETF · 7.83%
HSBC Overnight Fund - Direct (G) · 12.29%
KRAZYBEE SERVICES LIMITED 10.45 NCD 16MR27 FVRS1LAC · 8.99%
Cash & Cash Equivalent · 6.42%
9.75% Oxyzo Financial Services Pvt Limited 19-MAR-2027 · 5.98%
PROFECTUS CAPITAL PRIVATE LIMITED RR NCD 30SP27 FVRS1LAC · 5.81%
Top Sectors
Others · 31.02%
Financial Services · 20.79%
Fast Moving Consumer Goods · 9.91%
Others · 60.34%
Financial Services · 7.63%
Government · 0.64%
Fixed Fee
0.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0.75% / 0% / 0%
1% / 0% / 0%